From the same quarter-on-quarter point of view, the decline in shipments caused by the epidemic began to ease, mainly due to the rapid control of the epidemic in China. However, the outbreak of the global epidemic, especially the uncertainty of the epidemic in Europe, America and India, may lead to a reduction in the number of smartphone projects in the second half of the year, which will affect panel factory shipments.

AMOLED smartphone panel shipments, Samsung is definitely ahead

In March, 33M AMOLED panel shipments of smartphones fell 1.5% year-on-year and 3% month-on-month, and were less affected by the epidemic. The reason is that Huawei P40 and Samsung S20 series are flexible AMOLED, and large quantities were shipped in the first quarter. Among them, Samsung shows 85% of the total. BOE relies on Huawei P40 sole supply and P40 pro orders to maintain the top position in the second camp. LGD's current customers are only Huawei and Apple. Visionox began to enter Huawei's supply chain through the Honor 30 Pro.

In March, LTPS smartphone panel shipments were 44M pieces, down 16% year-on-year and 23% month-on-month, the overall impact of the epidemic was greater. Tianma, CSOT, BOE and other LTPS panel factories are mainly located in mainland China, and the first quarter was China. Outbreak period. In the overall shipment, Tianma accounted for 21%, and shipments continued to lead. JDI relies on Apple iPhone 11 and SE 2 new orders to rank second.

In March, a-Si smartphone panel shipments were 63M, an increase of 16% year-on-year and 29% month-on-month. The increase was due to the relatively low impact of the epidemic situation in the first quarter of Taiwan-based AUO / INX / HSD and other BOEs, and BOE increased in Chongqing The smartphone capacity of the G8.5 production line is up to 15K / M. Therefore, BOE accounts for 38%, and continues to maintain the world's first, followed by HSD. a-Si smartphones are in a recession market, and there are few new entrants. It is predicted that the future competitive landscape will not change significantly.